Dihajar tuh maksudnya diturunin ke bawah?. ya gapapa toh, malah seneng ngisi
barang di harga yang lebih baik. kalo perlu minta cash lagi. biar gak usah
ikut lelang tanggal 9. turun gak perlu jual toh?. yang penting
nanti akhirnya beat index jadi gak diomelin atasan, yang penting overall
harga pokok perolehan portfolio saham, FCF Yield nya masih diatas Yield FR
51 yang sekarang cuman 8.5%. kalo turun lagi?. beli lagi lah. Deposito
ada., bunga cuman berapa % sekarang deposito, SUN masih banyak, Obligasi
Korporasi AA beli taon kemaren kuponnya masih dapet diayas 13.5%. sekarang
mo 11.5% aja susah bener. Equity turun 10 % lagi dari sekarang aja udah
kasih 9-10% FCF Yield. ya beli lagi lah. justru metode saya gak ribet dan
canggih yang saya perhatikan cuman hal-hal simpel berikut ini ;
Free Cash Flow dari Saham yang saya beli di level sustainable-nya.
Di Compare sama Yield Govt Bond, dan Yield Govt Bond ini diperhatikan sambil
cek perubahan kurva, kurs tukar sama premi CDS.
Kalo Sepengelihatan saya Yield tidak naik tajam, porsi kepemilikan asing
tidak ada flight, kurs tidak drop signifikan, premi CDS tidak naik tajam.
yaudah, FCF Yield makin gede, ya makin intres lah. lagian base value saya
kan masih banyak di harga bawah, berubah arah dan angka variabel makronya
berubah sehingga memaksa saya rubah asumsi ya tinggal jualan aja toh. yg
penting kan masih lebar untungnya dari harga pokok.
On 8 February 2010 15:35, kucing_liar1 kucing_li...@yahoo.com wrote:
well kok yah kalu si Akang sudah ngeluarin jurus optimisnya biasanya
dihajar ampe babak belur yak...at least 2 kali yg ane perhatiin
apa karena pendapat si Akang di anggap pendapat gajah lawanatau si
Akang yg individual teorinya canggih banget tp kepleset salah baca global
market? heheehhe
--- On Mon, 2/8/10, Bagus Putra Perdana disclosure@... wrote:
From: Bagus Putra Perdana disclosure@...
Subject: Re: [ob] Re: IHSG sesi1 : Day trade speculation
To: obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com
Date: Monday, February 8, 2010, 2:56 PM
Â
Data Dirjen Pengelolaan Utang per posisi penutupan 5 Februari. Asing
masih pegang posisi paling banyak di SUN Indonesia dan jumlahnya tidak
berubah ( No Outflow di hari jumat ), dikonfirmasi dengan posisi Yield
tengah-belakang yang tidak naik lebih dari 10 Bps.
Â
Equity?! well, idunno with u guys but some counter already are within 8-9
% FCF 010 Yield.
On 8 February 2010 14:18, Rei highwaystar91@ gmail.com wrote:
Â
Lah saya cuma guyon koq...ane mah santai aja...
On Mon, Feb 8, 2010 at 2:17 PM, jacob oen oenja...@yahoo. com wrote:
Â
Nasib BAIK, nasib BURUK siapa yang tahu?
What will happen next? No one knows! Just let it be, we have no control
upon it. Apalagi stock market.!!!
Sent from my XL BlackBerry®
Effort only fully releases its reward after a person refuses to quit.+++
Things may come to those who wait, but only the things left by those who
hustle.+++
From: Rei highwaystar91@ gmail.com
Date: Mon, 8 Feb 2010 14:11:08 +0700
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [ob] Re: IHSG sesi1 : Day trade speculation
Â
KALO mantul besok...hehe
On Mon, Feb 8, 2010 at 1:44 PM, Dod kido...@yahoo. com wrote:
Â
bagi yg mau CL tanggung ya? nunggu mantul besok
--- In obrolan-bandar@ yahoogroups. com, jsx_consultant
jsx-consultant@ ... wrote:
IHSG sesi 1 : Day trade speculation
http://www.obrolanb andar.com/ piwihsgzz1. png
Ada 4 Support Level:
- Lower channel line
- Previous Low
- Fibo 62% of Wave 5
- Fibo 162% of Wave A
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Sent from my coal-powered phone.
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Sent from my coal-powered phone.
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Each piece, or part, of the whole nature is always an approximation to
the complete truth, or the complete truth so far as we know it. In fact,
everything we know is only some kind of approximation, because we know that
we do not know all the laws as yet. Therefore, things must be learned only
to be unlearned again or, more likely, to be corrected... The test of
all knowledge is experiment. Experiment is the sole judge of scientific
“truth†. - Richard Feynman
--
Each piece, or part, of the whole nature is always an approximation to the
complete truth, or the complete truth so far as we know it. In fact,
everything we know is only some kind of approximation, because we know that
we do not know all the laws as yet. Therefore, things must be learned only
to be unlearned again or, more likely, to be corrected...The test of all
knowledge is experiment. Experiment is the sole judge of scientific “truth”.
- Richard Feynman
